Increase productivity and collect more of what you've earned

Run a more efficient and profitable CPA practice

Smith.ai is a virtual receptionist and intake service for CPAs and financial planning firms. Their U.S.-based receptionists answer and return calls, capture and qualify leads, intake and schedule clients, process payments, and more. With Smith.ai and CPACharge, CPAs have everything they need to capture and process online payments easily and securely.

Online payments designed just for CPA firms

CPACharge is a professional online payment solution developed to meet CPAs’ unique needs, allowing you to accept client payments with no equipment or swipe required. You can rely on our top-notch security, and our expert support team is always available.

Call Answering and Transfers

Professional U.S. receptionists answer, transfer, screen, block, and return calls for you, according to your personalized instructions.

Lead Capture and Qualification

Smith.ai receptionists answer calls from leads and call back leads who have completed your web form. Leads are qualified based on your custom criteria.